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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2001
AFT Forsyth & Company
Florida
$282K +$65 +1 +0%
WI
2002
WrapManager Inc
California
$282K +$9.32K +143 +4%
MC
2003
Machina Capital
France
$282K +$277K +4,255 New
IIM
2004
InTrack Investment Management
Vermont
$281K -$18.3K -280 -6%
CG
2005
CFO4Life Group
Texas
$281K -$717 -11 -0.3%
LSC
2006
Lesa Sroufe & Co
Washington
$281K – – –
SCM
2007
SKBA Capital Management
California
$281K – – –
CWM
2008
Connecticut Wealth Management
Connecticut
$281K +$12K +184 +5%
TCOK
2009
Trust Company of Kansas
Kansas
$281K +$21.2K +325 +8%
FCFC
2010
First Citizens Financial Corp
Iowa
$280K – – –
SW
2011
SkyOak Wealth
Michigan
$280K +$196 +3 +0.1%
SWMG
2012
Strategic Wealth Management Group
Maryland
$279K -$95.7K -1,467 -26%
CASB
2013
Cape Ann Savings Bank
Massachusetts
$279K – – –
WAG
2014
Winthrop Advisory Group
Massachusetts
$276K -$89.3K -1,369 -25%
PWP
2015
Personal Wealth Partners
Minnesota
$276K – – –
CBA
2016
Coastal Bridge Advisors
Connecticut
$275K -$38.2K -586 -12%
GWA
2017
GGM Wealth Advisors
Maryland
$275K +$7.3K +112 +3%
CHA
2018
Carmichael Hill & Associates
Maryland
$274K -$52.9K -811 -16%
RPA
2019
Rock Point Advisors
Vermont
$274K – – –
CA
2020
Continuum Advisory
Idaho
$274K +$267K +4,099 New
NAS
2021
Nicolet Advisory Services
Wisconsin
$274K +$267K +4,100 New
KPCM
2022
Kings Point Capital Management
New York
$273K – – –
CFO
2023
CVA Family Office
Colorado
$273K +$60.4K +927 +29%
SFP
2024
Shepherd Financial Partners
Massachusetts
$272K -$391 -6 -0.1%
TFM
2025
TFC Financial Management
Massachusetts
$272K – – –
79 80
81
82 83